Baker Tilly Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 8,180 shares of BRK-B stock, worth $3.86 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

8,180

Previous 9,681 15.5%

Holding current value

$3.86 Million

Previous $3.94 Million 4.42%

% of portfolio

1.71%

Previous 1.65%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$405.19 - $478.57 $608,190 - $718,333	-1,501 Reduced 15.5%	8,180 $3.76 Million
Q2 2024 Jul 18, 2024	SELL	$396.73 - $420.24 $2.21 Million - $2.34 Million	-5,562 Reduced 36.49%	9,681 $3.94 Million
Q1 2024 May 09, 2024	BUY	$359.29 - $420.52 $206,951 - $242,219	576 Added 3.93%	15,243 $6.41 Million
Q4 2023 Jan 10, 2024	SELL	$331.71 - $362.68 $79,610 - $87,043	-240 Reduced 1.61%	14,667 $5.23 Million
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $1.47 Million - $1.59 Million	-4,305 Reduced 22.41%	14,907 $5.22 Million
Q2 2023 Jul 20, 2023	SELL	$309.07 - $341.0 $90,557 - $99,913	-293 Reduced 1.5%	19,212 $6.55 Million
Q1 2023 Apr 12, 2023	BUY	$293.51 - $320.37 $609,620 - $665,408	2,077 Added 11.92%	19,505 $6.02 Million
Q4 2022 Jan 26, 2023	BUY	$264.0 - $318.6 $1.26 Million - $1.53 Million	4,790 Added 37.9%	17,428 $0
Q3 2022 Oct 20, 2022	SELL	$264.32 - $306.65 $88,547 - $102,727	-335 Reduced 2.58%	12,638 $3.38 Million
Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $115,301 - $152,186	431 Added 3.44%	12,973 $3.54 Million
Q1 2022 Apr 27, 2022	SELL	$300.79 - $359.57 $695,727 - $831,685	-2,313 Reduced 15.57%	12,542 $4.43 Million
Q4 2021 Feb 08, 2022	BUY	$273.64 - $300.17 $366,951 - $402,527	1,341 Added 9.92%	14,855 $4.44 Million
Q3 2021 Nov 02, 2021	BUY	$272.66 - $291.28 $216,492 - $231,276	794 Added 6.24%	13,514 $3.69 Million
Q2 2021 Jul 30, 2021	BUY	$258.2 - $292.52 $319,909 - $362,432	1,239 Added 10.79%	12,720 $3.54 Million
Q1 2021 Apr 28, 2021	BUY	$227.36 - $263.99 $262,828 - $305,172	1,156 Added 11.2%	11,481 $2.93 Million
Q4 2020 Feb 03, 2021	BUY	$200.7 - $233.92 $2.07 Million - $2.42 Million	10,325 New	10,325 $2.39 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $614B

More about BRK-B

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Baker Tilly Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History